Cobblestone Capital Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
Cobblestone Capital Advisors LLC
- $1.6 Billion
- Q2 2024
A detailed history of Cobblestone Capital Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 6,803 shares of SCHD stock, worth $567,030. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,803
Previous 7,653
11.11%
Holding current value
$567,030
Previous $617,000
14.26%
% of portfolio
0.03%
Previous 0.04%
Shares
25 transactions
Others Institutions Holding SCHD
# of Institutions
1,658Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$932 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$848 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$773 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$745 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$689 Million4.66% of portfolio